Work in an engaging, family oriented and fun work environment where you can bring your whole self to work. 

About Us: 
 
Azzendo Wealth Advisors strives to make a difference in people’s lives.  Our clients are mainly local to the South Florida region, the rest are scattered throughout the US with a minimal amount overseas. Our clients rely on us to provide ongoing comprehensive financial planning, cash flow planning, retirement planning and lifetime tax mitigation strategies as well as generational wealth transfer planning.  We are obsessed with providing exceptional client service. 

We are a small team of professionals who value the impact of doing meaningful work for our clients while maintaining a work/life balance.  We are also unwavering in our commitment that our professionals maintain the highest degree of technical proficiency, professionalism and high ethical standards while fostering a strong sense of team collaboration. 

At every level, we emphasize that your ideas and insights are encouraged and highly valued.  We believe that innovation and collaboration thrive when everyone’s unique perspectives and contributions are acknowledged and respected.  Whether you are just starting out or have five years of experience, your input is vital to our collective success.  We foster an inclusive environment where your voice matters, and we can achieve remarkable results together. 

About the role 

The ideal candidate will have a keen eye for detail, a passion for finance, and the ability to work collaboratively in a dynamic team environment. You will play a vital role in delivering outstanding service to our valued clients by providing client relationship and account support, resolving client issues and be the first point of contact for both prospective and existing clients. 

A wealth management client service associate provides administrative and operational support to financial advisors, assisting with client interactions, inquiries, and tasks, while also maintaining client records and building relationships.  The client service associate will report directly to the Operations Manager. 

Job Responsibilities 

• Support Role: The Client service associate acts as an assistant to the operations manager and financial advisors, handling tasks that may or may not involve direct client interaction.  

• Account Administration: Set up and maintain client accounts, ensuring accurate paperwork completion and review of transactions and activity.  

• Client Support: Assist clients with requests, including money movement, distributions, and document retrieval.  

• Custodian Coordination: Communicate with custodian intermediaries (ie. Schwab) to ensure timely and accurate execution of client requests.  

• Onboarding Management: Facilitate the onboarding process for new clients, including paperwork processing and account transfers.  

• Direct Client Communication: Provide ongoing support and guidance, ensuring a high level of customer service.  

• Operational Efficiency: Participate in operations meetings to enhance efficiencies and adopt new policies, procedures, and technologies to improve internal processes.  

• Relationship Building: Provide friendly phone support, greet clients, contribute to building and maintaining positive client relationships. 

Qualifications 

• Proficiency in Microsoft Office applications, particularly Excel. 

• MoneyGuidePro proficiency is a plus. 

• Superior organizational skills and attention to detail. 

• Experience and interest in working with various types of technology. 

• Strong interpersonal, oral, and written communication skills. 

• Motivated, flexible, and a team-oriented mindset with a commitment to excellence. 

• Strong analytical and problem-solving abilities. 

• Ability to manage multiple tasks in a fast-paced environment while maintaining accuracy and efficiency. 

• Dedication to accountability and ownership of work. 

• A client-first mentality, ensuring high-quality service and support. 

• Must high a high degree of integrity and ethics. 

About Azzendo Wealth Advisors

Azzendo Wealth Advisors is a fee-only financial planning and investment management firm. We help our clients feel more confident about their financial future by helping them turn their financial vision into a sound financial strategy.

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